Building Sales Application

The ALLSALES application use to manage the company, contact, projects and employee. The application is mainly developed to streamline the process, and get rid of spreadsheet usage. The application consists of following modules.

Employee Management Module : Accessible by only Super-users/admin – It stores all the employees information with the following functionalities – Employee Addition/Search, Show All and Record Navigation.

Company Management Module : Accessible by only super-users/admin – It is the master database to store the master list of companies and has the following functionalities – Add/Upload New Company, Merge Duplicate Companies, Show All, Export Companies

Contact Management Module: Accessible by only super-users/admin – It is the master database to store the master list of contacts and has following functionalities: Import Contacts, New Contact, Manage Duplicate Contacts, Show All, Export Contacts, Record Navigation

Project Tracking Module : Accessible by users having following roles: super-user/admin, manager, requestor, caller and QA. This section of the system holds each client requests as a project and track tasks related to staffs.

Super-user : The super-user can create a new project for the request made by a client by clicking the “New Project” link from the top header section on the Project Detail/List views.

The user can then import the Companies/Contacts list from an excel file given by the client for the project by clicking on an “Import Companies” or “Import Contacts” link from the top header section.

Once the project is created then the super-user will assign the project to the manager.

Following reports are available for the super admin: Caller Report, Manager & QA Team Report, Productivity Report

Manager:Once the project is assigned to the manager, it will be visible to his dashboard.Manager then can enter project related information, add researcher, caller, QA and assign tasks to them. A new functionality called Auto Assign Tasks’, which enables the manager to auto-assign the tasks to caller / researchers

Researcher : When the task gets assigned to researcher, it will be visible under the project they are assigned to. Researcher will start working on the tasks, which will have a list of company assigned to them along with the target. Researcher will do web-search for contact information related to list of company assigned to them and enter into the system.

Caller : When the task gets assigned to caller, it will be visible under the project they are assigned to. Caller will start the verification process for the contacts they are assigned to. Caller will then mark the contact verified or error.

QA:When the task gets assigned to QA, it will be visible under the project they are assigned to. QA will each and every contact contacts they are assigned to. Caller will then mark the contact Approved or error.

Admin Settings / Configuration Module : Company Info: This tab is used to edit the company’s information.

Employees: This tab is used to show all active employees

Custom value lists: This tab is used to edit the custom value lists used in the system.

Export: This tab has the functionalities to allow Super-user to Export Contacts by Project, Export Companies by Project, Export All Contacts, Export All Companies.

We have worked on enhancement of this project and added new functionalities such as:

1. A new user role “HR Manager” is introduced to the Salebuild application who will review the performance report.

2. The contacts will undergo Project Manager’s approval once verified by caller. A portal has been developed to keep track of the contact rejection history. The rejected contacts will be reassigned to the Caller.

3. The contact will be locked for a resource once it moves to next stage of verification.

4. Different search options are provided to the users to find duplicate contacts or companies from the database by matching words or patterns and by phonetics.

5. Dynamic portal sorting has been implemented to sort the lists according to the users.

6. Integrated an email verification tool to verify contact email address.